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Bridge City Capital Portfolio holdings

AUM $438M
1-Year Est. Return 64.84%
This Fund
S&P 500
This Quarter Est. Return
+33.73%
1 Year Est. Return
+64.84%
3 Year Est. Return
+120.43%
5 Year Est. Return
+130.21%
10 Year Est. Return
–
AUM
$438M
AUM Growth
+$77.3M
Cap. Flow
-$5.13M
Cap. Flow %
-1.17%
Top 10 Hldgs %
23.97%
Holding
120
New
12
Increased
33
Reduced
69
Closed
6

Top Buys

Rank Stock Value
1
HRMY icon
Harmony Biosciences
HRMY
+$6.6M
2
CRAI icon
CRA International
CRAI
+$3.01M
3
ANIP icon
ANI Pharmaceuticals
ANIP
+$2.7M
4
OSIS icon
OSI Systems
OSIS
+$2.63M
5
GMED icon
Globus Medical
GMED
+$2.44M

Top Sells

Rank Stock Value
1
STRL icon
Sterling Infrastructure
STRL
+$16.2M
2
ENSG icon
The Ensign Group
ENSG
+$6.99M
3
RBC icon
RBC Bearings
RBC
+$6.72M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$6.31M
5
FN icon
Fabrinet
FN
+$3.52M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Healthcare 26.45%
3 Industrials 14.6%
4 Consumer Discretionary 9.1%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FFIN icon
51
First Financial Bankshares
FFIN
$4.79B
$3.34M 0.76%
96,503
-1,893
-2% -$61.2K
LOPE icon
52
Grand Canyon Education
LOPE
$3.98B
$3.27M 0.75%
22,817
+5,226
+30% +$830K
HWKN icon
53
Hawkins
HWKN
$2.7B
$3.23M 0.74%
22,737
+5,217
+30% +$825K
NSSC icon
54
Napco Security Technologies
NSSC
$1.32B
$3.2M 0.73%
84,131
+25,521
+44% +$1.01M
ETON icon
55
Eton Pharmaceutcials
ETON
$1.67B
$3.19M 0.73%
88,132
+66,982
+317% +$1.96M
WSBC icon
56
WesBanco
WSBC
$3.96B
$3.14M 0.72%
80,448
-1,582
-2% -$55.7K
ENSG icon
57
The Ensign Group
ENSG
$9.95B
$3.13M 0.72%
19,543
-39,596
-67% -$6.99M
UFPI icon
58
UFP Industries
UFPI
$4.65B
$3.13M 0.71%
34,440
-676
-2% -$58.9K
PLXS icon
59
Plexus
PLXS
$6.56B
$3.06M 0.7%
10,169
-198
-2% -$51.6K
BBSI icon
60
Barrett Business Services
BBSI
$822M
$2.94M 0.67%
82,731
-220
-0.3% -$6.91K
OLLI icon
61
Ollie's Bargain Outlet
OLLI
$4.55B
$2.93M 0.67%
38,114
+7,620
+25% +$635K
CCSI icon
62
Consensus Cloud Solutions
CCSI
$648M
$2.88M 0.66%
75,479
-2,331
-3% -$69.8K
TXRH icon
63
Texas Roadhouse
TXRH
$12.4B
$2.86M 0.65%
14,793
-292
-2% -$49.7K
FELE icon
64
Franklin Electric
FELE
$4.41B
$2.79M 0.64%
26,011
-510
-2% -$51.2K
ANIP icon
65
ANI Pharmaceuticals
ANIP
$1.64B
$2.78M 0.64%
+33,625
New +$2.7M
KWR icon
66
Quaker Houghton
KWR
$2.78B
$2.73M 0.62%
17,192
-339
-2% -$47.6K
AGX icon
67
Argan
AGX
$5.86B
$2.68M 0.61%
+3,350
New +$2.23M
EXLS icon
68
EXL Service
EXLS
$5.55B
$2.63M 0.6%
101,542
-1,993
-2% -$58.7K
MOG.A icon
69
Moog Inc Class A
MOG.A
$11.8B
$2.62M 0.6%
+6,184
New +$2.11M
LKFN icon
70
Lakeland Financial Corp
LKFN
$1.51B
$2.58M 0.59%
41,741
+11,221
+37% +$676K
AWI icon
71
Armstrong World Industries
AWI
$7.33B
$2.47M 0.56%
15,424
+4,839
+46% +$791K
KGS icon
72
Kodiak Gas Services
KGS
$6.33B
$2.46M 0.56%
+32,730
New +$2.23M
VCEL icon
73
Vericel Corp
VCEL
$2.06B
$2.38M 0.54%
53,534
-1,041
-2% -$37.5K
EXPO icon
74
Exponent
EXPO
$3.25B
$2.38M 0.54%
40,502
-790
-2% -$48.5K
QLYS icon
75
Qualys
QLYS
$5.94B
$2.36M 0.54%
17,198
-339
-2% -$33.4K
1 2
3
4 5

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CNC
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HS
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PMA
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FW
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OGM
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SIS
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NCM
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Bridge City Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Bridge City Capital held 120 positions worth $438M, up 21% from $361M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Bridge City Capital's Q2 2026 filing shows 12 new, 33 increased, 69 reduced and 6 closed positions. Its largest new stake was Harmony Biosciences: 209,200 shares worth $7.62M. The largest sale was Sterling Infrastructure, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Industrials.

  • Bridge City Capital's largest Q2 2026 buy was Harmony Biosciences: 209,200 shares worth $7.62M.
  • Bridge City Capital added most to CRA International in Q2 2026, an estimated $3.01M increase.
  • Bridge City Capital's biggest Q2 2026 reduction was Sterling Infrastructure, cutting an estimated $16.2M.
  • Bridge City Capital fully exited MACOM Technology Solutions in Q2 2026, selling an estimated $6.31M.
  • Bridge City Capital's ten largest holdings make up 24% of its $438M portfolio in Q2 2026.
  • Bridge City Capital opened 12 new positions and closed 6 in Q2 2026.
  • Bridge City Capital's portfolio value rose 21% quarter-over-quarter to $438M.

Based on Bridge City Capital's 13F filing for Q2 2026, filed 11 Aug 2026.